Agency enablement
Stack-check prep
What to bring to Book a Call: domain, BM, events, restriction notice screenshots.
Before a stack-check call
Bring evidence, not guesses
Book a Call is the stack-check path when restriction depth is messy, resets already failed, or the owner needs plain-language diagnosis before paying for the wrong thing. This prep sheet cuts the call from archaeology to a decision.
Pair with the longer setup audit checklist if you manage many sites.
Must-have screenshots
| Item | Have it? |
|---|---|
| Events Manager — restriction / Core Setup / suppressed event banner | ☐ |
| Events Manager — Lead / Schedule (or key events) last 7–28 days | ☐ |
| Ads Manager — spend live while conversions look dead | ☐ |
| CRM / call log / booking export for the same window | ☐ |
| Site homepage + lead form URL | ☐ |
| Prior appeal / review confirmation (if any) | ☐ |
IDs and access
| Item | Value |
|---|---|
| Primary domain | |
| Pixel / dataset ID | |
| Business Manager | |
| Ad account ID(s) | |
| Who can grant partner access if needed | |
| CMS / form tools |
Story in four bullets (fill before dial)
- What broke, and when did you notice?
- What resets already burned time and money?
- Is the front desk / CRM still busy while Meta shows zero?
- Who feels the wasted spend — and who will pay Stripe?
Optional but useful
- Pre-run Tracking Audit and paste the result link in the invite notes.
- Skim discovery cheat sheet and objection card.
- If path becomes clear mid-call, close with trial (/signup) or client pay link — see who pays.
What we will decide on the call
| Decision | Options |
|---|---|
| Restriction depth | Core Setup / standard events / full / unclear |
| Plan A | Trial / pay link / guided setup |
| Plan B | Appeal documented or skipped |
| Continuity | CRM ritual while recovery ships |
| Success bar | Usable Lead / Schedule — not green tags |
Do not say
- Showing up with “tracking is broken” and no screenshots — wastes the stack-check
- Expecting 24/7 white-glove as a SKU — call path is guided, not infinite
- Asking for Gateway / bypass installs — not Crisper product surface
Next step
Start Recovery when the path is clear. Book a Call when restriction depth is messy. Agencies: send the client pay link so the clinic funds Stripe while you keep the org.